Ethernity Networks Share Discussion Threads

[skid35] 04/8/2024 13:52

From history, without exception, we know that any forecast from ENET would not be worth the paper it's written on - backed by stupid assumptions of income at 100% certainty of timing and value when they spoke to a random bloke in a lift at a conference.I can't see where any material revenue would come from which they wouldn't want RNSd no matter how small in aggregate over a number of small deals - a fire sale of the kit from the "at the finish line" Chinese deal.The frankly stupid statement from DL that all of the money they had at the start of the year would be used in operations rather than paying debts shows just how stupid he is, and really hasn't learnt anything over the past few years - still arrogant, still deluded.

[bantamboy] 04/8/2024 13:35

Wise Decision
First thing if I was you

[realdealy] 04/8/2024 12:24

I'm selling on Monday then. Thanks.

[snooker40] 04/8/2024 07:11

Valid request PATT .... SKID to respond

[purchaseatthetop] 03/8/2024 17:11

Welcome skid. We, or certainly I, miss you.

Why do you think there has been almost no actual revenue H1 24? You posted so on LSE.

There is no way the Court would have allowed the TSP to be exited without material H1 revenue as otherwise the cash would drain and the creditors be left stranded.

The revenue figures for Tarana H2 23 and H1 24 would have to be hugely below the previous year for the June 23 $1.5m order not to have been used up early 2024. Actual H2 22 and H1 23 revenue was $1.8m excluding the late June 23 order. Do you think Tarana have collapsed? Evidence suggests otherwise.

The 13/4/24 RNS said
“We are pleased to report continued revenue growth in 2023 from our U.S. fixed wireless broadband solution customer. Furthermore, we are actively engaged in the development of a second-generation product for this customer. This development effort is ongoing in 2024, and we have been advised that the customer anticipates placing new orders for both the first and second generation products throughout the second half of 2024. The customer's rollout ramp-up plan for the second-generation product is scheduled to take place during 2025.”

I have had it confirmed by the Nomad and DL that nothing has changed. Given that Tarana is looking at a multi billion 2025 IPO do you think it is likely they have told any Israeli supplier to shut up utterly? The RNS told us sales were going to happen “throughout221; so they have told us. But that is all they can say. Some say Israelis are not popular in many Tarana markets!

Given that the gross margin rose to 71% with the June 23 order, they were therefore not given away, do you really think that despite the 6Ghz product launch in Oct 23 that Tarana are selling less than the previous year?

I respect your view. Unlike Rolf H.

[socionomics] 03/8/2024 16:24

Apologies, my analysis is technical in nature.

[skid35] 03/8/2024 16:13

Socio. You really can't say you've "done your analysis" without stating the what information you are assuming and what kpis you think the market is looking at. As you have gone to c 5p I can only assume the local dealers had an order if a fair few ounces last night.

[washingmachine] 03/8/2024 10:34

Soci
Stay away from CHAR
It’s the same jam tommorow for over 25years
They have a huge gas deposit, but getting it out Commercially would take billions of dollars.
I’ve got very accurate information from a Source at ENI who looked at it years ago, and they spent millions to come to this conclusion. AVOID
Has for bantam he’s the result of a trader loseing his pot becoming bitter
Aimed probably not at ENET but more than likely at a poster who highlighted the fact posting on here.
If he has any sense left he’d swap the no Hope position in CHAR in to ENET.
GLA.

[socionomics] 03/8/2024 09:37

Just as an aside. I put bantomboy and his many aliases through my ID AI solution and I arrived at a stock I’d never heard of: Chariot Limited

A quick look at that chart and it’s signalling a significant move higher too. I’ll be buying of a few of those on Monday for sure.

Know your enemy and you’ll win all battles.

[socionomics] 03/8/2024 09:31

Morning folks,

It’s analysis day, and I’ve just finished ENET. It’s good news for the bulls. In my opinion ENET will break 4.71p in the next leg up. It will be this year, wouldn’t be surprised if it’s this month or next.

Hope this helps.

Please screenshot this post and play it back to me in due course.

SBTX, CPI, STX, MTRO, BT, GDR, CPX and others. All called, in advance, with incredible accuracy.

On the runway: ENET, BMN (I know), SCE, IMM, and JLP.

[bantamboy] 03/8/2024 06:48

Enet offers pound shop technology that no one needs or wants..
There's no news because nothing is happening here except creditors being paid back & the BOD Robbing their salaries every month out of shareholder funds..
Liar Levi is a thief...
He'll take any worthwhile parts of the company private... the rest will fall back into administration..

[realdealy] 03/8/2024 04:02

Confirmation needed that we are well and truly out of the woods, with new tech selling like hotcakes.

[purchaseatthetop] 02/8/2024 20:11

DL has told us. The evidence is everywhere. This has just appeared



And this aswell



And more every few hours. I think DL is embargoed. Tarana have a multi billion IPO next year.

[realdealy] 02/8/2024 20:11

Having had the shock of near bankruptcy thrust on us, nice to hear confirmation that all is well.

[realdealy] 02/8/2024 20:09

Not looking good yet.

[bantamboy] 02/8/2024 19:10

Liar Levi can't give an operations update.
It wouldn't contain anything as Enet are simply not involved with any OPERATIONS whatsoever!!
Tarana are history
The kiddy on $1 million dollar contract is pie in the sky.
And no other new contracts or customers to report 😕
It's all over guys.
Liar Levi has foooked shareholders over again.

[purchaseatthetop] 02/8/2024 17:59

Maybe. Or maybe not.

[eeza] 02/8/2024 17:37

Patt, there is no reason whatsoever that Levi cannot announce any orders as being from 'our US FWA customer'. As he has almost always referred thus.

We are in Q3 and zippo.

[purchaseatthetop] 02/8/2024 17:35

It’s exactly the same drivers as with Cleveland. There is fiber plan would cost $500m and take ten years to cover the city of 380k people. DigitalC got the contract with Tarana to do it all in 18 months for $30m and then charge $18 a month.

Now Palo Alto were looking at seven years snd $300m to cover 63k people.


Cities everywhere will be looking at doing exactly this. Tarana enables them to actually get it done.

[purchaseatthetop] 02/8/2024 17:12

Eight months ago Tarana did a technology demo in Palo Alto California


Today. Two 3Ghz base units going up with SmartWave.


“Check out Nikolay Yumatov, our Principal RF Engineer, working with the installation team in Palo Alto helping the City deploy a Tarana Fixed Wireless infrastructure to support their Municipal Broadband Offering! Go Nikolay!”

Entire cities. Entire countries.


Now, you can think that having done $1.2m in H2 22 and $600k in H1 23 totalling $1.8m in a year that we have done less than $1.5m in the last 14 months despite a new 6Ghz unit release and that is why we do not get a Tarana RNS. Or you can look at it and think there is no way Tarana have contracted smaller and infact Israeli suppliers are told to STFU. Up to you.

[purchaseatthetop] 02/8/2024 16:18

Why Ethernity have a good chance of a contract with an OEM for our remote OLT PON technology…..



“About two years ago, the company made the decision to get into the fiber access business to homes and businesses. On its most recently earnings call, Ciena CEO Gary Smith said that investments in fiber broadband access, fueled by "massive public funding around the world," are projected to grow the 10G and above PON market by a 55% CAGR to approximately $7 billion by 2027.”

“The company’s access offerings include optical network terminals (ONTs), optical line terminals (OLTs), routers and switches. While Ciena was motivated to get into this business because of BEAD in the U.S., it offers its residential and business fiber access products globally.”

[realdealy] 02/8/2024 13:28

Perhaps it is ingrained in Jewish culture to reward money lenders.

Money lenders 3.
Shareholders 0.

[purchaseatthetop] 02/8/2024 12:28

DL has gone silent. We know what that means.